Customizing the SharePoint Document Information panel

As a concrete manifestation of the SharePoint content management functionality, the Document Information Panel (documents information panels) enables us to add business-related data when working with documents and using them for workflow.

The Document Information Panel is a feature that SharePoint servers implement together with Office client software.

Default Document Information Panel

The Document Information Panel is automatically displayed whenever you add at least one custom field to a document library and then add a new document to the document library through Office client software, such as word.

In the following example, I have a document library, in addition to the default fields, I added a special field, "Project", and the field I set to "Required"

Then, in Word, I can see a special area of the so-called document Properties-server. This is what we call the "Document Information Panel."

As we can see from this example, if we want users to provide some additional information when uploading documents, then there is an information panel that will be more intuitive and convenient. Of course, if this is an Office document.

By default, special settings are not required, and this panel is automatically generated based on the information from the columns in the document library. But if we want this panel to be more beautiful, or have a special layout of our own, we can further customize it.

For example, I would like to add more descriptive information to this Panel, as well as the company logo. Here is an example

Go to the Settings page of the document library and navigate to the section Types content type